Life Planner

The role of Life Planner at our company is a full-time hybrid position based in Ahmedabad, with the flexibility of working from home. As a Life Planner, your primary responsibility will be to provide guidance to clients on their insurance needs, create effective marketing strategies, and build strong relationships to increase sales. Your daily tasks will involve meeting potential clients, understanding their requirements, suggesting appropriate insurance plans, and ensuring client satisfaction and retention through consistent follow-ups. To excel in this role, you should have a solid understanding of Insurance and General Insurance, along with strong Sales and Marketing skills. Excellent interpersonal and communication abilities are essential for effectively interacting with clients. You should be comfortable working both independently and collaboratively as part of a team. A Bachelor's degree in Business, Finance, or a related field is required for this position. Prior experience in the insurance industry would be beneficial. If you are passionate about helping clients secure their future through appropriate insurance coverage, possess the required qualifications, and are eager to contribute to a dynamic team, we encourage you to apply for the Life Planner position.,